See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,657 | $77,634+52.8% | $156,549-24.2% | $62,891+88.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.91% | 50.32%-44.4pp | 32.23%-26.3pp | 20.14%-14.2pp |
| Employer contribution / active EE | $2,345 | $3,444-31.9% | $5,501-57.4% | $2,281+2.8% |
| Participant deferral / active EE | $6,198 | $3,045+103.5% | $4,871+27.2% | $3,203+93.5% |
| Admin fee / account holder | $28,332 | $5,561+409.5% | $13,027+117.5% | $4,296+559.6% |